Page Layouts in Vertical Solutions
Page layouts in Vertical solutions allow you to organize the fields, sections and related lists in the record detail page of a module according to your business needs. With our intuitive easier-to-use drag-and-drop editor, you can add, remove, delete and define the properties of the components.
In Vertical solutions, by default a standard layout is available with the system defined modules. You could customize it or create a new layout.
To create a new Layout:
- Go to Setup > Customization > Modules and Fields
- From the list of available modules, click the module for which you wish to create a new layout.
- In the Module Layout page, click New Layout.
- In the Module Builder page, give an appropriate name for your layout.
Tip: You could clone an existing layout to have a similar one save as a new layout.
At this point, you have the multi-page module builder with three components - Create, Quick Create and Detail View. Let us examine each of these components in detail.
Using the Create component:
The Create component represents the straightforward way to create a new record. Here, all the available fields are listed and you can add the desired fields to the layout by dragging and dropping them in the appropriate section. Once you have added the desired fields, click Save, and the layout will be saved. Whenever you try to add a new record to a module, the form you just created here will be presented.
Quick Create:
Quick Create is a faster and easier way to create new record from look-up fields and link it to the parent record. For example, If you have an Accounts look-up field in your Deals module, this Quick Create component helps you to create a new Account from the Create Deals window itself. This means, you can create the Deal and the look-up Account record from the same window.
Please note that these Quick Create forms are layout specific, so you can create different forms for different layouts. Let's take an example where the Accounts module has a Contacts look-up field, and the Contacts module has two layouts, Sales and Service. You can create two quick create forms for these two modules, so that each contains distinct fields. When you create a new record in the contacts module via the Create Account (look-up), you can select the appropriate layout (Sales/Service) according to your requirement.
To add fields in quick create form:
- Go to Setup > Customization > Modules and Fields.
- From the list of available modules, click the module for which you wish to create a new layout.
- In the Module Layout page, click Quick Create.
- Drag and drop fields as required.
- Click Save.
Detail View
This view includes two components : Business Card and Related List.
Business Card:
When you open any record in any module, you would want to see the most important fields first. Business card is where you define them. The main elements on a record's details page, such as the record owner, email address, phone number, etc., are quickly previewed in the "business card" view. From the available fields, up to five standard or custom fields can be chosen to appear in the business card. Drag and drop operations can be used to reposition these fields in the order of your choice.
To add fields in business card:
- Go to Setup > Customization > Modules and Fields.
- From the list of available modules, click the module for which you wish to create a new layout.=
- In the Module Layout page, click Detail View.
- In the Business card, click Customize.
- Select the fields. You can choose upto 5 fields.
- Click Done.
Related List:
This section of the Detail View component lets you display or hide a certain related list for each layout. You can also customize the fields to be displayed in the related list, and rearrange them.
To customize related list fields:
- In the Detail View page, scroll down to the Record's Related List.
- Click Customize > select Fields that you want to be displayed.
- Click Save.
To hide any related list, hover over the same and click on the Close icon. To display any hidden related lists, drag and drop them from the left panel. You can also drag and drop to arrange the related lists in any order you want.
NOTE : Only those fields added or available in the Create component will be available in the Quick Create and Detail View components.
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